Applied Materials No-Politics Thread (AMAT) Message Board

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Technology Stocks : Applied Materials No-Politics Thread (AMAT)

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Nov 14 9:30 AM EST

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To: BWAC who wrote (4844)	1/9/2003 4:03:41 PM
From: Proud_Infidel	Read Replies (1) of 25522

Samsung reported to hike capex by 30% By Jack Robertson , EBN January 9, 2003 Samsung Electronics Co. will increase its semiconductor and thin-film-transistor LCD capital spending 30% this year, according to a Morgan Stanley research report released late Wednesday. Keon Han, Morgan Stanley analyst in Seoul, said Samsung will announce its 2003 capex plans as part of its quarterly financial report Jan. 16. He said the Korean chipmaker is on schedule to ramp up its Line 12 300mm wafer fab to begin production in August of this year. Output is slated to be 25K wafers a month. The analyst also said "an additional 300mm wafer Line 13 with 25K wafers a month is on the horizon." Han said Samsung prompted a flurry of rumors last month that it was cutting back its capex when the firm canceled some orders for chip production equipment. "Samsung canceled equipment orders aimed at exercising its bargaining power to pay lower prices as well as productivity improvements on 300mm tools, that reduced the amount of equipment needs." The Morgan Stanley report also said Samsung is on track to ramp up its fifth generation Line 5 TFT-LCD fab to 100K substrates a month. The firm is also building an additional Gen5 Line 6 to begin production in October, eventually ramping up to 60K substrates a month. Samsung also plans a Gen6 TFT-LCD fab exclusively for TV set flat panels, possibly starting production in 2005, the report added.

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